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Rating:Week in Preview, January 6 - 12 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, January 6, 2025

Week in Preview, January 6 - 12

Reported by Selma Khenissi, Reporter

Happy National Thank God Its Monday Day!

Carolyn McPhillips
Mutual Fund Directors Forum
President
Tomorrow (Tuesday, January 7) at 2pm eastern, the team at the Mutual Fund Directors Forum (MFDF) will host a webinar, entitled "2024 Fair Valuation Pricing Survey: Building and Strengthening the Valuation Operating Model."

On Wednesday (January 8), the Women in ETFs (WE) team will host a panel discussion entitled "Trailblazing Leadership: Insights from Los Angeles' Leading Women CEOs" at the Century Park Building in Los Angeles, California.

On Thursday (January 9) at 2pm eastern, the MFDF team will host part two of a webinar series on board processes.

Friday (January 10) is the nomination deadline for the 2025 ETF.com Awards.

Also this week, on the defined contribution side of the business, there are developments on the calendar from the Principal and ARA teams. Our sister publication 401kWire has more details.

Editor's Note: A prior version of this story gave the wrong nomination deadline date for the 2025 ETF.com Awards. To clarify, the deadline this Friday, January 10. 

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  1. MMI webinar - Enhancing the Advisor Experience, January 16
  2. MFDF webinar - AI and Fund Compliance, January 21
  3. MFDF In Focus - In Focus: Small Boards' Use of Skills Matrices, January 22
  4. IDC webinar - SEC Enforcement Trends: What Fund Directors Should Know, January 23
  5. ICI webinar - Legal and Compliance Career Opportunities in the Asset Management Industry, January 24
  6. FSI OneVoice 2025, Jan 27-29
  7. MFDF 2025 Directors' Institute, Jan 27-29
  8. Nicsa webinar - An Intro to Irish and Luxembourg Investment Platforms for US Asset Managers, January 29
  9. WE South - Dallas | Texas Stock Exchange, Politics, & Product Development, January 30
  10. 2025 ICI Innovate, Feb 3-5
  11. Nicsa webinar - AI In Operations: Boosting Productivity for Wealth & Asset Management Firms, February 5
  12. MFDF In Focus: Understanding Distribution - What the Data Can Tell You, February 6
  13. MFDF Director Discussion Series - Open Forum, February 10
  14. MFDF Director Discussion Series - Open Forum, February 11
  15. MMI Darden-in-Residence II, Feb 24-6
  16. 2025 MMI RIA Forum, February 27
  17. IDC Core Responsibilities of Fund Directors, February 27
  18. Citywire Scottsdale CIO Summit 2025, Feb 27-28
  19. Expect Miracles In Manhattan 2025, February 27
  20. T3 Technology Conference 2025, Mar 3-6
  21. IMEA Distribution Intelligence Summit, Mar 4-5
  22. Nicsa 2025 Strategic Leadership Forum, Mar 5-7
  23. Citywire Pro Buyer New York Due Diligence Retreat 2025, Mar 6-7
  24. MFDF 2025 Fund Governance & Regulatory Insights Conference, Mar 6-7
  25. MFDF 15(c) White Paper Webinar Series: Part 3 - Gartenberg Factors Analysis and Challenges, March 12
  26. ICI Investment Management Conference, Mar 16-19




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